Purchases and Sales Made in Q3 2021 in Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK) during Q3 2021. The information is specifically focused on institutions that hold shares of Duke Energy CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-83- 1.11% |
$8.06K - $8.96K
|
7.38K
$788K
|
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
SELL
|
- |
-84- 1.99% |
$8.15K - $9.07K
|
4.15K
$443K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-87Closed |
$8.44K - $9.39K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-91- 4.65% |
$8.83K - $9.82K
|
1.87K
$199K
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-91- 1.23% |
$8.83K - $9.82K
|
7.29K
$779K
|
|
|
Nov 15, 2021
Q3 2021
|
Bahl & Gaynor Inc
|
SELL
|
- |
-92- 0.33% |
$8.93K - $9.93K
|
28K
$2.99M
|
|
|
Nov 09, 2021
Q3 2021
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-93- 3.61% |
$9.03K - $10K
|
2.49K
$265K
|
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-98- 3.02% |
$9.51K - $10.6K
|
3.15K
$336K
|
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
SELL
|
- |
-99- 1.3% |
$9.61K - $10.7K
|
7.49K
$800K
|
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-99- 2.61% |
$9.61K - $10.7K
|
3.7K
$395K
|
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-99- 1.06% |
$9.61K - $10.7K
|
9.24K
$987K
|
|
|
Oct 12, 2021
Q3 2021
|
Stonnington Group, LLC
|
SELL
|
- |
-100- 1.59% |
$9.71K - $10.8K
|
6.2K
$662K
|
|
|
Nov 12, 2021
Q3 2021
|
Bridges Investment Management Inc
|
SELL
|
- |
-100- 3.03% |
$9.71K - $10.8K
|
3.2K
$341K
|
|
|
Oct 12, 2021
Q3 2021
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-100- 2.54% |
$9.71K - $10.8K
|
3.83K
$409K
|
|
|
Oct 12, 2021
Q3 2021
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.21% |
$9.71K - $10.8K
|
47.9K
$5.12M
|
|
|
Oct 26, 2021
Q3 2021
|
Mcrae Capital Management Inc
|
SELL
|
- |
-100- 2.62% |
$9.71K - $10.8K
|
3.72K
$397K
|
|
|
Oct 19, 2021
Q3 2021
|
Segment Wealth Management, LLC
|
SELL
|
- |
-100- 1.3% |
$9.71K - $10.8K
|
7.59K
$811K
|
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-101- 3.65% |
$9.8K - $10.9K
|
2.66K
$284K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-101- 1.05% |
$9.8K - $10.9K
|
9.53K
$1.02M
|
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
SELL
|
- |
-105- 1.15% |
$10.2K - $11.3K
|
8.99K
$960K
|
|
|
Nov 12, 2021
Q3 2021
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-105- 2.75% |
$10.2K - $11.3K
|
3.72K
$397K
|
|
|
Nov 12, 2021
Q3 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-106- 3.56% |
$10.3K - $11.4K
|
2.87K
$307K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
SELL
|
- |
-107- 0.18% |
$10.4K - $11.5K
|
59.1K
$6.31M
|
|
|
Oct 13, 2021
Q3 2021
|
Nepsis Inc.
|
SELL
|
- |
-109- 0.72% |
$10.6K - $11.8K
|
15.1K
$1.61M
|
|
|
Oct 14, 2021
Q3 2021
|
Field & Main Bank
|
SELL
|
- |
-110- 3.29% |
$10.7K - $11.9K
|
3.24K
$346K
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-112- 0.53% |
$10.9K - $12.1K
|
20.9K
$2.23M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-112- 1.15% |
$10.9K - $12.1K
|
9.59K
$1.02M
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-113- 14.49% |
$11K - $12.2K
|
667
$71.2K
|
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-113- 4.39% |
$11K - $12.2K
|
2.46K
$263K
|
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-116- 2.45% |
$11.3K - $12.5K
|
4.63K
$494K
|
|
|
Nov 09, 2021
Q3 2021
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-120Closed |
$11.6K - $13K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Equitable Trust CO
|
SELL
|
- |
-121- 3.31% |
$11.7K - $13.1K
|
3.53K
$377K
|
|
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-121Closed |
$11.7K - $13.1K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-121- 0.51% |
$11.7K - $13.1K
|
23.6K
$2.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
SELL
|
- |
-125- 1.79% |
$12.1K - $13.5K
|
6.85K
$731K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-125- 3.74% |
$12.1K - $13.5K
|
3.21K
$343K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-128- 5.79% |
$12.4K - $13.8K
|
2.08K
$222K
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-129- 1.77% |
$12.5K - $13.9K
|
7.15K
$763K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-130- 0.44% |
$12.6K - $14K
|
29.1K
$3.11M
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
SELL
|
- |
-131- 0.17% |
$12.7K - $14.1K
|
78.5K
$8.38M
|
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-132- 3.81% |
$12.8K - $14.2K
|
3.34K
$356K
|
|
|
Oct 28, 2021
Q3 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-135- 0.82% |
$13.1K - $14.6K
|
16.4K
$1.75M
|
|
|
Oct 28, 2021
Q3 2021
|
Excalibur Management Corp
|
SELL
|
- |
-135- 0.68% |
$13.1K - $14.6K
|
19.6K
$2.1M
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-135- 1.54% |
$13.1K - $14.6K
|
8.66K
$924K
|
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-139- 6.57% |
$13.5K - $15K
|
1.98K
$211K
|
|
|
Oct 12, 2021
Q3 2021
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-146- 3.2% |
$14.2K - $15.8K
|
4.41K
$471K
|
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-150- 1.93% |
$14.6K - $16.2K
|
7.6K
$812K
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
SELL
|
- |
-150- 1.21% |
$14.6K - $16.2K
|
12.3K
$1.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-156- 22.87% |
$15.1K - $16.8K
|
526
$56.2K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-160- 11.78% |
$15.5K - $17.3K
|
1.2K
$128K
|